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| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT3 years Filed as: UMB FINANCIAL SERVICES INC Service code 55 · EIN 43-1381257 | Other Commissions | $19,237 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,127 | $41,467-63.5% | $67,313-77.5% | $55,725-72.9% |
| Participation rate | 58.9% | 62.5%-3.6pp | 69.1%-10.2pp | 70.9%-12.0pp |
| Annual return | -2.49% | 0.82%-3.3pp | -4.08%+1.6pp | 244.93%-247.4pp |
| Employer contribution / active EE | $418 | $1,316-68.3% | $2,566-83.7% | $2,078-79.9% |
| Participant deferral / active EE | $1,193 | $2,399-50.3% | $3,568-66.6% | $3,356-64.4% |
| Admin fee / account holder | $7 | $102-93.3% | $4,507-99.8% | $115-94.1% |